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Duckhorn Portfolio, Inc.

NAPADelisted Dec 26, 2024
Industry
Beverages
SEC CIK
0001835256

Duckhorn Portfolio, Inc. was delisted on Dec 26, 2024; its insiders filed their last Form 4 on Dec 27, 2024; 161 institutions reported holding it in 13F filings for Q3 2024, worth $642.9M in total; no superinvestor held it.

13F holders, Q3 2023

Institutional positions in Duckhorn Portfolio, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
148
−10 vs. Q2 2023
Shares held
112.2M
+1.90M (+1.7%) vs. Q2 2023
Total value
$1.15B
−$280.8M (−19.6%) vs. Q2 2023
New holders
22
71 more added
Sold out
32
40 more reduced

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NAPA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 148 institutions
Q1 2021: 71 institutionsQ2 2021: 85 institutionsQ3 2021: 80 institutionsQ4 2021: 110 institutionsQ1 2022: 120 institutionsQ2 2022: 119 institutionsQ3 2022: 132 institutionsQ4 2022: 133 institutionsQ1 2023: 144 institutionsQ2 2023: 158 institutionsQ3 2023: 148 institutionsQ4 2023: 152 institutionsQ1 2024: 147 institutionsQ2 2024: 145 institutionsQ3 2024: 161 institutionsQ4 2024: 2 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2023: $1.15B
Q1 2021: $298.8MQ2 2021: $500.7MQ3 2021: $566.5MQ4 2021: $2.57BQ1 2022: $2.01BQ2 2022: $2.40BQ3 2022: $1.62BQ4 2022: $1.86BQ1 2023: $1.79BQ2 2023: $1.43BQ3 2023: $1.15BQ4 2023: $1.11BQ1 2024: $1.04BQ2 2024: $799.9MQ3 2024: $642.9MQ4 2024: $42.0KQ1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding NAPA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20242$42.0K
Q3 2024161$642.9M
Q2 2024145$799.9M
Q1 2024147$1.04B
Q4 2023152$1.11B
Q3 2023148$1.15B
Q2 2023158$1.43B
Q1 2023144$1.79B
Q4 2022133$1.86B
Q3 2022132$1.62B
Q2 2022119$2.40B
Q1 2022120$2.01B
Q4 2021110$2.57B
Q3 202180$566.5M
Q2 202185$500.7M
Q1 202171$298.8M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Duckhorn Portfolio, Inc.; share changes are against Q2 2023.

Institutions holding NAPA in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Jump Financial, LLC93,870$963.1K0.04%−25,621−21.4%Reduced
Nuveen Asset Management, LLC103,393$1.06M0.00%−1,826−1.7%Reduced
Voloridge Investment Management, LLC110,408$1.13M0.01%−120,815−52.3%Reduced
Swiss National Bank114,000$1.17M0.00%+1,200+1.1%Added
Engineers Gate Manager LP114,969$1.18M0.04%−7,681−6.3%Reduced
Vontobel Holding Ltd.130,079$1.33M0.01%+130,079New
Nordea Investment Management AB131,854$1.41M0.00%+240.0%Added
D. E. Shaw & Co., Inc.139,809$1.43M0.00%−80,174−36.4%Reduced
Bank of America Corp155,181$1.59M0.00%−38,186−19.7%Reduced
Jacobs Levy Equity Management, Inc156,522$1.61M0.01%+107,804+221.3%Added
Putnam Investments LLC156,858$1.61M0.00%+156,858New
Connor, Clark & Lunn Investment Management Ltd.168,522$1.73M0.01%+83,404+98.0%Added
Public Employees Retirement System of Ohio169,315$1.74M0.01%+14,990+9.7%Added
Los Angeles Capital Management LLC175,483$1.80M0.01%+182+0.1%Added
Bank of New York Mellon Corp175,681$1.80M0.00%+4,925+2.9%Added
Squarepoint Ops LLC193,088$1.98M0.01%+22,811+13.4%Added
Cambiar Investors LLC198,438$2.04M0.09%+198,438New
McMorgan & Co LLC210,873$2.16M0.40%+74,455+54.6%Added
Algert Global LLC216,850$2.22M0.10%+10,820+5.3%Added
Two Sigma Investments, LP265,347$2.72M0.01%+5,573+2.1%Added
PPM America Inc293,262$3.01M26.46%+149,915+104.6%Added
Chilton Investment Co LLC305,857$3.14M0.10%+23,062+8.2%Added
Charles Schwab Investment Management Inc332,573$3.41M0.00%+10,940+3.4%Added
Northern Trust Corp413,843$4.25M0.00%+5,476+1.3%Added
Renaissance Technologies LLC425,400$4.37M0.01%+7,700+1.8%Added
Two Sigma Advisers, LP460,700$4.73M0.01%+136,100+41.9%Added
Alyeska Investment Group, L.P.650,500$6.67M0.05%+175,000+36.8%Added
FIL Ltd687,397$7.05M0.01%00.0%Unchanged
Federated Hermes, Inc.750,000$7.70M0.02%−250,000−25.0%Reduced
Citadel Advisors LLC812,489$8.34M0.01%+187,749+30.1%Added
Assenagon Asset Management S.A.851,549$8.74M0.03%+431,925+102.9%Added
State Street Corp912,555$9.36M0.00%+8,100+0.9%Added
Geode Capital Management, LLC954,808$9.80M0.00%+36,454+4.0%Added
1832 Asset Management L.P.1,010,472$10.4M0.02%+50,000+5.2%Added
Wellington Management Group LLP1,081,027$11.1M0.00%+430,595+66.2%Added
Millennium Management LLC1,215,410$12.5M0.01%+439,846+56.7%Added
Morgan Stanley1,462,216$15.0M0.00%−49,886−3.3%Reduced
Royal Bank of Canada1,548,570$15.9M0.00%+111,066+7.7%Added
American Century Companies Inc1,647,477$16.9M0.01%+57,664+3.6%Added
Goldman Sachs Group Inc2,139,385$22.0M0.01%−453,197−17.5%Reduced
FMR LLC2,458,073$25.2M0.00%+1,678,271+215.2%Added
Westwood Holdings Group Inc.2,543,141$26.1M0.24%+258,711+11.3%Added
Dimensional Fund Advisors LP3,323,061$34.1M0.01%+879,224+36.0%Added
Massachusetts Financial Services Co3,418,767$35.1M0.01%+544,305+18.9%Added
BlackRock Inc.3,490,700$35.8M0.00%−168,641−4.6%Reduced
Vanguard Group Inc4,855,487$49.8M0.00%+264,257+5.8%Added
Select Equity Group, L.P.7,208,711$74.0M0.31%+800,087+12.5%Added
TSG Consumer Partners LP61,795,016$634.0M32.78%00.0%Unchanged
Driehaus Capital Management LLC0$00.00%−590,313−100.0%Sold out
Macquarie Group Ltd0$00.00%−585,343−100.0%Sold out
Caas Capital Management LP0$00.00%−240,000−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−231,178−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−147,100−100.0%Sold out
Wellington Shields Capital Management, LLC0$00.00%−131,585−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−130,671−100.0%Sold out
Marshall Wace, LLP0$00.00%−126,631−100.0%Sold out
Ameriprise Financial Inc0$00.00%−109,816−100.0%Sold out
Trexquant Investment LP0$00.00%−100,864−100.0%Sold out
SEI Investments Co0$00.00%−93,135−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−76,716−100.0%Sold out
VELA Investment Management, LLC0$00.00%−67,407−100.0%Sold out
Wellington Shields & Co., LLC0$00.00%−59,994−100.0%Sold out
HRT Financial LP0$00.00%−52,545−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−41,300−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−39,580−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−33,875−100.0%Sold out
MQS Management LLC0$00.00%−21,450−100.0%Sold out
Walleye Capital LLC0$00.00%−20,185−100.0%Sold out
Cipher Capital LP0$00.00%−15,611−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−14,339−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−13,337−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−12,454−100.0%Sold out
Virtu Financial LLC0$00.00%−11,915−100.0%Sold out
XTX Topco Ltd0$00.00%−11,582−100.0%Sold out
Point72 Middle East FZE0$00.00%−4,754−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−2,000−100.0%Sold out
IFP Advisors, Inc0$00.00%−100−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−83−100.0%Sold out
Disciplined Investments, LLC0$00.00%−4−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−3−100.0%Sold out